CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

CIBC Private Wealth Group’s Portfolio HEFA Stock Details HEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$59.8K Buy
1,445
+500
+53% +$20.5K ﹤0.01% 1711
2025
Q3 		$37.4K Sell
945
-2,992
-76% -$115K ﹤0.01% 1917
2025
Q2 		$149K Hold
3,937
– – ﹤0.01% 1237
2025
Q1 		$126K Sell
3,937
-15
-0.4% -$547 ﹤0.01% 1263
2024
Q4 		$139K Sell
3,952
-1,650
-29% -$58.1K ﹤0.01% 1301
2024
Q3 		$198K Sell
5,602
-3,996
-42% -$139K ﹤0.01% 1190
2024
Q2 		$339K Sell
9,598
-987
-9% -$34.6K ﹤0.01% 922
2024
Q1 		$369K Buy
10,585
+380
+4% +$12.5K ﹤0.01% 911
2023
Q4 		$322K Sell
10,205
-230
-2% -$7.01K ﹤0.01% 906
2023
Q3 		$314K Buy
10,435
+555
+6% +$16.8K ﹤0.01% 873
2023
Q2 		$306K Sell
9,880
-190
-2% -$5.75K ﹤0.01% 769
2023
Q1 		$297K Sell
10,070
-250
-2% -$7.22K ﹤0.01% 784
2022
Q4 		$279 Sell
10,320
-1,721
-14% -$52.7K ﹤0.01% 814
2022
Q3 		$360K Buy
12,041
+110
+0.9% +$3.51K ﹤0.01% 761
2022
Q2 		$380K Buy
11,931
+100
+0.8% +$3.31K ﹤0.01% 758
2022
Q1 		$402K Hold
11,831
– – ﹤0.01% 796
2021
Q4 		$418K Sell
11,831
-392
-3% -$13.8K ﹤0.01% 807
2021
Q3 		$420K Buy
12,223
+60
+0.5% +$2.08K ﹤0.01% 753
2021
Q2 		$421K Hold
12,163
– – ﹤0.01% 836
2021
Q1 		$401K Hold
12,163
– – ﹤0.01% 851
2020
Q4 		$371K Buy
12,163
+2,885
+31% +$84.2K ﹤0.01% 831
2020
Q3 		$256K Buy
+9,278
New +$257K ﹤0.01% 804
2020
Q2 		– Sell
-9,811
Closed -$238K – 680
2020
Q1 		$238K Sell
9,811
-2,465
-20% -$70.1K ﹤0.01% 770
2019
Q4 		$375K Sell
12,276
-1,106
-8% -$33.7K ﹤0.01% 758
2019
Q3 		$401K Sell
13,382
-3,604
-21% -$105K ﹤0.01% 726
2019
Q2 		$507K Sell
16,986
-2,835
-14% -$83.3K ﹤0.01% 707
2019
Q1 		$572K Sell
19,821
-1,873
-9% -$52.1K ﹤0.01% 696
2018
Q4 		$560K Sell
21,694
-6,885
-24% -$191K ﹤0.01% 661
2018
Q3 		$856K Buy
28,579
+2,976
+12% +$87.9K ﹤0.01% 687
2018
Q2 		$758K Sell
25,603
-31,524
-55% -$940K ﹤0.01% 696
2018
Q1 		$1.64M Buy
57,127
+8,339
+17% +$245K 0.01% 544
2017
Q4 		$1.45M Buy
48,788
+3,175
+7% +$94.2K 0.01% 586
2017
Q3 		$1.32M Buy
45,613
+24,248
+113% +$685K 0.01% 567
2017
Q2 		$607K Buy
+21,365
New +$604K ﹤0.01% 522

Other funds holding HEFA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

CIBC Private Wealth Group's HEFA Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 53% in Q4 2025, buying an estimated $20.5K and bringing the position to 1,445 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

CIBC Private Wealth Group first reported a position in HEFA in Q2 2017 and has held it in 34 quarters since. The position peaked at $1.64M in Q1 2018. 428 funds tracked by Wall St. Rank hold HEFA as of Q4 2025.

  • CIBC Private Wealth Group held 1,445 shares of iShares Currency Hedged MSCI EAFE ETF worth $59.8K as of Q4 2025.
  • CIBC Private Wealth Group bought 500 iShares Currency Hedged MSCI EAFE ETF shares in Q4 2025, an estimated $20.5K.
  • iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1711 holding.
  • CIBC Private Wealth Group first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2017 and has held it in 34 quarters since.
  • CIBC Private Wealth Group's iShares Currency Hedged MSCI EAFE ETF position peaked at $1.64M in Q1 2018.
  • 428 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.